Purchases and Sales Made in Q4 2022 in Spdr S&P Emerging Markets Smal (EWX)
This table provides information about the institutional ownership of Spdr S&P Emerging Markets Smal (EWX) during Q4 2022. The information is specifically focused on institutions that hold shares of SPDR S&P EMERGING MARKETS SMAL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
534KNew |
$24M - $27.2M
|
534K
$32.5M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
422KNew |
$19M - $21.5M
|
422K
$25.7M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
251K+ 6.83% |
$11.2M - $12.8M
|
3.92M
$239M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
64.1K+ 14.82% |
$2.87M - $3.27M
|
497K
$30.3M
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
47.1KNew |
$2.11M - $2.4M
|
47.1K
$2.87M
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
42.7K+ 41.16% |
$1.92M - $2.18M
|
147K
$8.93M
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
38K+ 8.95% |
$1.7M - $1.94M
|
462K
$28.2M
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
28.6KNew |
$1.28M - $1.46M
|
28.6K
$1.74M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
24.7K+ 154.83% |
$1.11M - $1.26M
|
40.6K
$2.47M
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
24.6KNew |
$1.1M - $1.25M
|
24.6K
$1.5M
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
22.3K+ 13.11% |
$1M - $1.14M
|
192K
$11.7M
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
19.4KNew |
$870K - $989K
|
19.4K
$1.18M
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
19.2K+ 13.74% |
$863K - $982K
|
159K
$9.71M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.5K+ 8.74% |
$829K - $943K
|
230K
$14M
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
14.6KNew |
$656K - $746K
|
14.6K
$891K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
13.3KNew |
$598K - $680K
|
13.3K
$812K
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13.3K+ 17.4% |
$595K - $676K
|
89.4K
$5.45M
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
12.2KNew |
$547K - $621K
|
12.2K
$742K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.2KNew |
$503K - $571K
|
11.2K
$683K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.3K+ 68.97% |
$463K - $527K
|
25.3K
$1.54M
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
9.94KNew |
$446K - $507K
|
9.94K
$605K
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
9.23KNew |
$414K - $471K
|
9.23K
$562K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.61K+ 15.68% |
$386K - $439K
|
63.5K
$3.87M
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
8.6K+ 4828.65% |
$386K - $438K
|
8.77K
$535K
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.37KNew |
$375K - $427K
|
8.37K
$510K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7.69KNew |
$345K - $392K
|
7.69K
$468K
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.39KNew |
$331K - $377K
|
7.39K
$450K
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
7.03KNew |
$315K - $359K
|
7.03K
$428K
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.07KNew |
$272K - $310K
|
6.07K
$370K
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.86KNew |
$263K - $299K
|
5.86K
$357K
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
5.69K+ 54.62% |
$255K - $290K
|
16.1K
$982K
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
5.42KNew |
$243K - $276K
|
5.42K
$330K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.46K+ 10.58% |
$200K - $228K
|
46.6K
$2.84M
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
4.36KNew |
$196K - $222K
|
4.36K
$266K
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.35K+ 34.69% |
$195K - $222K
|
16.9K
$1.03M
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
4.03K+ 5.51% |
$181K - $205K
|
77.1K
$4.7M
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
3.78K+ 17.39% |
$170K - $193K
|
25.5K
$1.56M
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
3.24K+ 17.23% |
$145K - $165K
|
22K
$1.34M
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.55K+ 6.9% |
$114K - $130K
|
39.5K
$2.41M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.44KNew |
$109K - $124K
|
2.44K
$149K
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.99K+ 2.46% |
$89.2K - $101K
|
82.8K
$5.05M
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.89K+ 8.62% |
$84.9K - $96.6K
|
23.9K
$1.45M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.48KNew |
$66.5K - $75.6K
|
1.48K
$90.4K
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.39K+ 8.44% |
$62.4K - $70.9K
|
17.9K
$1.09M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.36KNew |
$61.1K - $69.5K
|
1.36K
$83K
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.26K+ 14.79% |
$56.4K - $64.1K
|
9.76K
$595K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.24K+ 6.28% |
$55.4K - $63K
|
20.9K
$1.27M
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
874+ 1.89% |
$39.2K - $44.6K
|
47.2K
$2.88M
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
762+ 2.42% |
$34.2K - $38.9K
|
32.3K
$1.97M
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
733New |
$32.9K - $37.4K
|
733
$44.7K
|